investment

by Calculated Risk on 6/29/2025 08:11:00 AM The U.S. hotel industry reported positive year-over-year comparisons, according to CoStar’s latest data through 21 June. … 15-21 June 2025 (percentage change from comparable week in 2024): • Occupancy: 70.5% (+1.3%)• Average daily rate (ADR): US$163.77 (+2.0%)• Revenue per available room (RevPAR): US$115.39 (+3.3%)emphasis added The following graph…

At the Calculated Risk Real Estate Newsletter this week: Click on graph for larger image. • New Home Sales Decrease to 623,000 Annual Rate in May • NAR: Existing-Home Sales Increased to 4.03 million SAAR in May; Down 0.7% YoY • Case-Shiller: National House Price Index Up 2.7% year-over-year in April • Inflation Adjusted House…

by Calculated Risk on 6/28/2025 08:11:00 AM The key report scheduled for this week is the June employment report to be released on Thursday. Other key reports include the June ISM Manufacturing survey, June Vehicle Sales and the Trade Deficit for May. —– Monday, June 30th —– 9:45 AM: Chicago Purchasing Managers Index for June….

by Calculated Risk on 6/27/2025 06:15:00 PM From the Las Vegas Visitor Authority: May 2025 Las Vegas Visitor Statistics With headwinds of ongoing economic uncertainty, the destination hosted approximately 3.4 million visitors in May, down ‐6.5% YoY. Convention attendance reached approx. 511k for the month (up 10.7%), supported in part by show rotations including LightFair…

There will be additional trade related distortions in Q2 boosting GDP. From BofA: Since our last weekly publication, our 2Q GDP tracking is down one-tenth to +2.5% q/q saar. [June 27th estimate]emphasis added From Goldman: We lowered our Q2 GDP tracking estimate by 0.1pp to +3.9% (quarter-over-quarter annualized). Our Q2 domestic final sales estimate stands…

by Calculated Risk on 6/27/2025 11:12:00 AM Today, in the Calculated Risk Real Estate Newsletter: Final Look at Local Housing Markets in May and a Look Ahead to June Sales A brief excerpt: After the National Association of Realtors® (NAR) releases the monthly existing home sales report, I pick up additional local market data that…

by Calculated Risk on 6/27/2025 08:55:00 AM Here is a graph of the year-over-year change in shelter from the CPI report and housing from the PCE report this morning, both through May 2025. CPI Shelter was up 3.9% year-over-year in May, down from 4.0% in April, and down from the cycle peak of 8.2% in…

by Calculated Risk on 6/27/2025 08:30:00 AM From the BEA: Personal Income and Outlays, May 2025 Personal income decreased $109.6 billion (0.4 percent at a monthly rate) in May, according to estimates released today by the U.S. Bureau of Economic Analysis. Disposable personal income (DPI)—personal income less personal current taxes—decreased $125.0 billion (0.6 percent) and…

by Calculated Risk on 6/26/2025 07:59:00 PM Note: Mortgage rates are from MortgageNewsDaily.com and are for top tier scenarios. Friday:• At 8:30 AM ET: Personal Income and Outlays, May 2024. The consensus is for a 0.4% increase in personal income, and for a 0.3% increase in personal spending. And for the Core PCE price index to…